MVB FINANCIAL CORP - Common Stock, $1.00 par value (MVBF)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $1.00 par value
Symbol
MVBF on Nasdaq
Shares outstanding
12,999,606
Price per share
$25.83
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
7,002,212
Holdings value
$175,471,699
% of all portfolios
0%
Share change
+261,874
Value change
+$8,352,859
Average buys %
+0%
Average sells %
-0%
Number of holders
95
Price from insider filings
$25.46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of MVB FINANCIAL CORP - Common Stock, $1.00 par value (MVBF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 13% +47% $39,827,153 +$12,865,280 1,715,948 +48% Wellington Management Group LLP 31 Jul 2025
Bay Pond Partners, L.P. 5.6% +30% $16,411,346 +$3,652,809 728,409 +29% Bay Pond Partners, L.P. 17 Jul 2025
VANGUARD GROUP INC 4.9% -4.2% $14,285,011 -$527,089 634,044 -3.6% The Vanguard Group 30 Jun 2025
As of 30 Sep 2025, MVB FINANCIAL CORP - Common Stock, $1.00 par value (MVBF) has 95 institutional shareholders filing 13F forms. They hold 7,002,212 shares of 12,999,606 outstanding shares (54%) .

Top 25 institutional shareholders own 49% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 14% 1,782,385 +57% 0.01% $44,666,569
BlackRock, Inc. 7.9% 1,026,916 -2.8% 0% $25,734,514
VANGUARD GROUP INC 4.9% 632,375 -0.26% 0% $15,847,318
DIMENSIONAL FUND ADVISORS LP 3.6% 469,714 +4.9% 0% $11,770,905
Banco Santander, S.A. 2.8% 365,107 0% 0.08% $9,149,581
GEODE CAPITAL MANAGEMENT, LLC 2.1% 272,706 -1.7% 0% $6,835,965
Fourthstone LLC 2.1% 272,282 +5% 1.2% $6,823,387
STATE STREET CORP 1.8% 240,104 +2.3% 0% $6,017,006
AMERIPRISE FINANCIAL INC 1.4% 188,179 0% $4,715,766
ENDEAVOUR CAPITAL ADVISORS INC 1.4% 188,019 0% 1.4% $4,711,756
AMERICAN CENTURY COMPANIES INC 0.9% 116,892 +7.6% 0% $2,929,314
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.85% 110,934 +24% 0.06% $2,780,006
NORTHERN TRUST CORP 0.72% 93,819 -0.19% 0% $2,351,104
Pure Financial Advisors, LLC 0.65% 84,824 0% 0.03% $2,125,689
Bank of New York Mellon Corp 0.62% 80,909 +2.5% 0% $2,027,590
MORGAN STANLEY 0.43% 55,837 -17% 0% $1,399,297
ALLIANCEBERNSTEIN L.P. 0.43% 55,331 0% 0% $1,386,595
Ategra Capital Management, LLC 0.42% 54,855 0.92% $1,374,666
ACADIAN ASSET MANAGEMENT LLC 0.39% 51,172 +175% 0% $1,281,000
Sippican Capital Advisors 0.33% 42,705 -0.12% 0.71% $1,070,187
Nuveen, LLC 0.32% 41,681 0% 0% $1,044,526
GOLDMAN SACHS GROUP INC 0.32% 41,433 -7.5% 0% $1,038,311
BARCLAYS PLC 0.27% 35,250 -8.9% 0% $883,365
BANC FUNDS CO LLC 0.27% 35,044 -44% 0.15% $878,203
PRICE T ROWE ASSOCIATES INC /MD/ 0.27% 35,033 +27% 0% $878,000

Institutional Holders of MVB FINANCIAL CORP - Common Stock, $1.00 par value (MVBF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 2,947 $76,122 +$1,137 $25.83 3
2025 Q3 7,002,212 $175,471,699 +$8,352,859 $25.06 95
2025 Q2 6,740,445 $151,866,297 -$4,711,102 $22.53 90
2025 Q1 6,962,369 $120,586,224 +$378,523 $17.32 87
2024 Q4 6,907,509 $142,981,319 +$11,653,190 $20.70 88
2024 Q3 6,360,348 $123,137,581 -$878,702 $19.36 85
2024 Q2 6,393,248 $119,169,536 -$342,945 $18.64 77
2024 Q1 6,385,843 $142,468,019 +$3,995,241 $22.31 78
2023 Q4 6,188,752 $139,619,735 +$6,406,139 $22.56 77
2023 Q3 5,797,013 $130,894,496 -$1,011,253 $22.58 69
2023 Q2 5,844,295 $123,206,646 +$4,678,774 $21.08 67
2023 Q1 5,632,850 $116,172,283 -$2,147,262 $20.64 76
2022 Q4 5,730,377 $126,182,349 -$332,126 $22.02 70
2022 Q3 5,728,334 $159,428,670 -$786,875 $27.83 66
2022 Q2 5,754,262 $179,045,825 +$8,542,046 $31.11 74
2022 Q1 5,472,175 $227,058,236 +$406,193 $41.50 74
2021 Q4 5,622,974 $233,434,092 +$6,305,960 $41.52 80
2021 Q3 5,458,043 $233,690,184 +$6,680,596 $42.83 77
2021 Q2 5,301,081 $226,150,762 +$15,070,410 $42.66 74
2021 Q1 4,993,959 $169,040,687 +$17,466,487 $33.80 72
2020 Q4 4,470,165 $101,380,344 -$3,188,512 $22.68 58
2020 Q3 4,654,001 $74,333,422 +$2,310,891 $15.97 56
2020 Q2 4,517,773 $60,083,580 -$1,106,181 $13.30 56
2020 Q1 4,597,441 $58,616,180 -$4,576,370 $12.75 53
2019 Q4 4,917,597 $122,546,901 +$15,772,422 $24.92 52
2019 Q3 4,299,563 $85,342,114 +$4,485,921 $19.85 50
2019 Q2 4,073,630 $69,083,094 +$2,881,592 $16.96 44
2019 Q1 3,926,174 $59,877,678 -$177,221 $15.25 42
2018 Q4 3,935,767 $70,715,626 +$1,914,704 $18.04 46
2018 Q3 3,833,036 $69,069,998 +$15,174,616 $18.02 45
2018 Q2 2,990,983 $53,988,567 +$10,522,114 $18.05 43
2018 Q1 2,354,705 $46,506,036 +$5,327,896 $19.75 24
2017 Q4 2,072,380 $41,654,613 +$31,212,000 $20.10 12
2017 Q3 519,533 $9,766,914 +$513,184 $18.80 2
2017 Q2 492,236 $6,497,470 +$184,470 $13.20 2
2017 Q1 478,261 $6,098,000 +$5,831,000 $12.75 1
2016 Q4 20,834 $267,000 $12.82 1
2016 Q3 20,834 $256,000 $12.29 1
2016 Q2 20,834 $255,000 +$85,359 $12.24 1
2016 Q1 13,860 $180,000 $12.99 1
2015 Q4 13,860 $182,000 $13.13 1
2015 Q3 13,860 $201,000 $14.50 1
2015 Q2 13,860 $200,000 -$158,730 $14.43 1
2015 Q1 24,860 $323,000 +$142,920 $12.99 1
2014 Q4 13,860 $208,000 $15.01 1
2014 Q3 13,860 $218,000 $15.73 1
2014 Q2 13,860 $218,000 +$109,000 $15.73 1
2014 Q1 6,930 $223,000 $32.18 1